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Medtronic

2,059 hedge funds and large institutions have $112B invested in Medtronic in 2021 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 856 increasing their positions, 739 reducing their positions, and 196 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 264 | Existing positions closed: 196

16% more repeat investments, than reductions

Existing positions increased: 856 | Existing positions reduced: 739

2% more funds holding

Funds holding: 2,0232,059 (+36)

3% more call options, than puts

Call options by funds: $1B | Put options by funds: $978M

0.22% more ownership

Funds ownership: 80.28%80.5% (+0.22%)

35% less funds holding in top 10

Funds holding in top 10: 5536 (-19)

38% less capital invested

Capital invested by funds: $180B → $112B (-$68.1B)

Holders
2,059
Holders Change
+36
Holders Change %
+1.78%
% of All Funds
31.69%
Holding in Top 10
36
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-34.55%
% of All Funds
0.55%
New
264
Increased
856
Reduced
739
Closed
196
Calls
$1B
Puts
$978M
Net Calls
+$25M
Net Calls Change
-$52M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
626
Spinnaker Trust
Maine
$4.91M +$253K +2,187 +5%
IHL
627
Investment House LLC
California
$4.86M -$240K -2,070 -4%
RWM
628
Rench Wealth Management
Texas
$4.85M +$56.7K +490 +1%
SAM
629
Sectoral Asset Management
Quebec, Canada
$4.83M +$753K +6,500 +16%
LG
630
Lane Generational
Massachusetts
$4.83M +$5.41M +46,685 New
SCM
631
Sirios Capital Management
Massachusetts
$4.78M -$23.5M -203,350 -81%
RBA
632
Richard Bernstein Advisors
New York
$4.78M
SAM
633
Smithbridge Asset Management
Pennsylvania
$4.77M +$155K +1,337 +3%
SBH
634
Segall Bryant & Hamill
Illinois
$4.73M -$161K -1,389 -3%
CAM
635
Cresset Asset Management
Illinois
$4.73M +$407K +3,514 +8%
BAM
636
Blueshift Asset Management
New Jersey
$4.73M +$4.16M +35,929 +368%
BIMC
637
Benson Investment Management Company
Virginia
$4.69M +$1.08M +9,340 +26%
V
638
Veritable
Delaware
$4.68M +$56K +484 +1%
Rafferty Asset Management
639
Rafferty Asset Management
New York
$4.68M +$276K +2,386 +6%
BRM
640
Boston Research & Management
Massachusetts
$4.65M -$118K -1,020 -2%
LIA
641
LS Investment Advisors
Michigan
$4.65M -$3.77M -32,584 -42%
OCAM
642
Onex Canada Asset Management
Ontario, Canada
$4.65M -$2.46M -21,217 -32%
VNA
643
Valley National Advisers
Pennsylvania
$4.64M +$3.75M +32,401 +260%
ACA
644
Aptus Capital Advisors
Alabama
$4.58M +$732K +6,325 +17%
Capital Fund Management (CFM)
645
Capital Fund Management (CFM)
France
$4.58M +$5.13M +44,293 New
RRAM
646
River Road Asset Management
Kentucky
$4.57M -$3.18M -27,477 -38%
WI
647
Wafra Inc
New York
$4.56M
GI
648
GAMCO Investors
Connecticut
$4.55M +$655K +5,656 +15%
GIA
649
Gladstone Institutional Advisory
Florida
$4.55M +$1.37M +11,862 +37%
SCM
650
Stevens Capital Management
Pennsylvania
$4.51M +$5.05M +43,620 New

MDT Hedge Fund Activity: Q4 2021 in Review

2,059 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q4 2021, worth a combined $112B — down 38% from $180B a quarter earlier.

Buyers outnumbered sellers: 264 funds opened new MDT positions and 196 closed out — a net gain of 68 holders — while 856 added to existing stakes and 739 trimmed.

The largest buyer was Franklin Resources, adding an estimated $603M. The largest seller was DZ Bank, cutting an estimated $632M.

  • 2,059 institutional investors held Medtronic (MDT) as of Q4 2021, up from 2,023 in Q3 2021.
  • Funds reported $112B of Medtronic stock for Q4 2021, down 38% quarter-over-quarter.
  • 264 funds opened new Medtronic positions in Q4 2021 and 196 closed out, a net change of +68 holders.
  • The largest Medtronic buyer in Q4 2021 was Franklin Resources, an estimated $603M added.
  • The largest Medtronic seller in Q4 2021 was DZ Bank, an estimated $632M sold.

Based on aggregated 13F filings for Q4 2021.